Confirming an order or a Plan.

Purpose: 

1. Placement of an Order to plan the trips for execution.
2. Excel Order once estimated can be confirmed in two ways:

• Continuing to confirm on the Plan details page soon after Estimation.
• Confirming a Plan from “All Plans” section.

Key Information Requirements 

Order information to plan                                        Mandatory             

Pre-Condition(s)

An estimated order.

        Steps Involved

• Continuing to confirm on the Plan details page soon after Estimation.

Step 1:  Review the trips by clicking on “List of trips”

Step 2: Click on “Summary” to view the Dispatch Summary/ Trip sheet

Step 3:  Printing the trip sheet. Click on the “printer” icon here

Step 4: Download the dispatch details by clicking on the download button.

Step 5: View the planning report by clicking the “graph” icon here:

Step 6: Click “Confirm” to confirm the plan.

If you need to edit the input and re estimate, click on “Back” button. Doing so you will be taken to the “Estimate” phase and order excel upload step.

Step 7: Once confirmed, the order ID will show up in “All Plans” Section of the Planning module.

Order has been confirmed.

Key Consideration (s)

The plans confirmed are available in “All Plans” section in “Confirmed” stage for review at a later point.

• Confirming a Plan from “All Plans” section.

Step 1:  Go to All Plans under Planning module:

Planning > All Plans

Step 2: Click on “Estimated” to view the plan

Step 3:  Click on the “Confirm Plan” icon:

Click “Confirm”

Order has been confirmed.

Step 4: Dispatch summary and Plan details icons are available on the top right corner.

Step 5: View the planning report by clicking the “graph” icon.

Key Consideration (s)

The plans confirmed are available in “All Plans” section in “Confirmed” stage for review at a later point.